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How much is the demand for copper in emerging fields? [SMM South China Annual meeting]_SMM

[electric vehicles, photovoltaic wind power and other emerging applications entering a period of rapid development will drive copper demand] under the pull of electric vehicles + photovoltaic wind power, the demand for emerging applications is breaking out. Compared with the traditional cable, fuel vehicle, air conditioning, real estate and other fields, the emerging application field has entered a period of rapid development, which will drive the demand for copper.

Review of zinc consumption fulcrum in 2021 and prospects for new growth points of consumption in 2022 [South China Annual meeting 2021]_SMM

[2021 South China Annual meeting; Review of 2021 Zinc consumption fulcrum 2022] at the 2021 SMM South China Nonferrous Metals Industry Annual meeting, Zeng Tong, research director of Jinrui Futures Research Institute, gave an explanation around the theme of "Zinc consumption in 2022". He first reviewed the fulcrum of zinc consumption in 2021, and then detailed the possibility of 2022 consumption in terms of infrastructure, UHV, high-speed rail, 5G communication tower, photovoltaic and wind power.

The present situation and Price influencing factors of SMM: waste Aluminum Industry and the Prospect of 2022 trend [SMM Analysis]_SMM

[SMM: waste aluminum industry development status price influence factors and 2022 trend prospect] after SMM: aluminum ash is included in the national hazardous waste list, the increase of treatment costs will increase the cost of waste aluminum, and the high silicon price will increase the value advantage of high silicon alloy waste aluminum. This part will make the price difference of raw aluminum fine waste fluctuate positively with the silicon-aluminum price difference. From the point of view of the balance of supply and demand, if real estate and automobile consumption continues to be weak, the growth rate of waste aluminum consumption will continue to slow in 2022, then the price gap between mainstream waste aluminum such as profile aluminum and mechanical raw aluminum will widen.

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